Allworth Financial’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
43,602
+43,368
| +18,533% | +$1.9M | 0.01% | 486 |
|
|
2025
Q1 | $10.5K | Buy |
234
+32
| +16% | +$1.43K | ﹤0.01% | 2405 |
|
|
2024
Q4 | $10K | Sell |
202
-458
| -69% | -$22.7K | ﹤0.01% | 2428 |
|
|
2024
Q3 | $25.2K | Sell |
660
-17
| -3% | -$649 | ﹤0.01% | 1765 |
|
|
2024
Q2 | $23K | Buy |
677
+645
| +2,016% | +$21.9K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $1.02K | Sell |
32
-14
| -30% | -$445 | ﹤0.01% | 3073 |
|
|
2023
Q4 | $1.42K | Sell |
46
-2
| -4% | -$62 | ﹤0.01% | 2826 |
|
|
2023
Q3 | $1.35K | Sell |
48
-467
| -91% | -$13.1K | ﹤0.01% | 2729 |
|
|
2023
Q2 | $15.6K | Hold |
515
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q1 | $16.7K | Hold |
515
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q4 | $17.5K | Hold |
515
| – | – | ﹤0.01% | 1428 |
|
|
2022
Q3 | $15K | Sell |
515
-15
| -3% | -$437 | ﹤0.01% | 1408 |
|
|
2022
Q2 | $16K | Buy |
+530
| New | +$16K | ﹤0.01% | 1330 |
|